EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. LargeCap Fund
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-23 13F REAP Financial Group, LLC 2 773 −7,97 177 −0,56
2025-07-23 13F Secured Retirement Advisors, Llc 3 759 −24,65 241 −18,64
2025-08-14 13F Quartz Partners, LLC 10 425 −0,32 667 7,75
2025-07-22 13F Old National Bancorp /in/ 0 −100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 0 −100,00 0
2025-08-05 13F Advisors Preferred, LLC 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 103 286 −0,33 6 611 7,64
2025-08-14 13F Bank Of America Corp /de/ 213 770 −22,22 13 683 −16,01
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-07-22 13F Berger Financial Group, Inc 8 129 −0,39 520 7,66
2025-08-15 13F Morgan Stanley 934 478 −5,27 59 816 2,29
2025-08-04 13F Creative Financial Designs Inc /adv 994 −15,40 64 −8,70
2025-07-25 13F Concurrent Investment Advisors, LLC 37 643 −15,93 2 410 −9,23
2025-08-14 13F Fmr Llc 15 744 −8,67 1 008 −1,37
2025-08-14 13F Ameriprise Financial Inc 10 508 −0,57 673 7,35
2025-08-12 13F Steward Partners Investment Advisory, Llc 12 514 −2,20 801 5,67
2025-07-09 13F Beacon Financial Group 45 957 −0,08 2 942 7,89
2025-05-14 13F Portfolio Design Labs, LLC 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 260 707 −0,94 15 455 3,67
2025-07-25 13F We Are One Seven, LLC 4 728 −20,30 303 −13,96
2025-04-23 13F Western Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F UBS Group AG 100 724 −11,63 6 447 −4,57
2025-08-01 13F Envestnet Asset Management Inc 12 446 −79,99 797 −78,41
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 6 797 −8,30 0
2025-08-13 13F Lido Advisors, LLC 869 660 −3,78 55 667 3,89
2025-08-13 13F GM Advisory Group, Inc. 17 414 −16,59 1 115 −9,94
2025-08-14 13F Mariner, LLC 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 17 066 −9,69 1 092 −2,50
2025-07-22 13F Beacon Financial Advisory LLC 20 361 −14,26 1 303 −7,39
2025-08-14 13F Stifel Financial Corp 12 086 −0,87 774 7,06
2025-07-16 13F ORG Partners LLC 10 703 −3,25 686 4,57
2025-07-28 13F Capital Management Corp /va 3 225 −5,84 206 1,48
2025-08-14 13F CoreCap Advisors, LLC 4 648 −2,02 298 5,69
2025-08-06 13F Modera Wealth Management, LLC 35 094 −0,28 2 246 7,67
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 14 333 −19,59 917 −13,16
2025-08-04 13F Integrity Alliance, Llc. 146 613 −73,95 9 385 −71,87
2025-07-29 13F Huntleigh Advisors, Inc. 6 498 −16,66 416 −10,17
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 28 020 −2,16 1 794 5,47
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0 −100,00
2025-08-01 13F Advisory Alpha, LLC 24 264 −0,54 1 553 7,40
2025-08-14 13F Integrated Wealth Concepts LLC 3 420 −83,57 219 −82,33
2025-07-25 13F NorthRock Partners, LLC 2 531 −2,05 162 5,88
2025-08-14 13F Citadel Advisors Llc 29 955 −49,46 1 917 −45,43
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-13 13F Capital Group Private Client Services, Inc. 6 385 −0,03 409 7,94
2025-08-14 13F Wells Fargo & Company/mn 81 040 −0,75 5 187 7,17
2025-07-07 13F Nova Wealth Management, Inc. 3 605 −26,77 231 −20,96
2025-07-29 13F Private Trust Co Na 0 −100,00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 43 358 −2,01 2 775 5,84
2025-08-14 13F Fiduciary Trust Co 2 252 225 −6,74 144 165 0,70
2025-07-10 13F Rockland Trust Co 37 404 −2,55 2 394 5,23
2025-08-11 13F Private Advisor Group, LLC 1 058 176 −1,56 67 734 6,29
2025-04-16 13F Defined Financial Planning LLC 0 −100,00 0
2025-04-14 13F Baldwin Brothers Inc/ma 0 −100,00 0
2025-07-22 13F IFS Advisors, LLC 4 873 −3,75 312 3,67
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-18 13F Parsons Capital Management Inc/ri 9 437 −4,98 604 2,72
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 56 000 −4,71 3 585 2,90
2025-08-14 13F Mml Investors Services, Llc 4 057 −92,23 0 −100,00
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-05-08 NP QALTX - Quantified Alternative Investment Fund Investor Class Shares 211 −96,30 13 −96,55
2025-04-28 13F Actinver Wealth Management, Inc. 0 −100,00 0
2025-05-08 13F Armis Advisers, LLC 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 26 160 −0,67 1 675 7,30
2025-07-22 13F Simplicity Wealth,LLC 0 −100,00 0
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
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